Senior Due Diligence Analyst responsible for KYC onboarding and compliance processes in a hybrid working environment. Supporting the French business with expertise in AML policy requirements and relationship management.
About the role
- Case Design Analyst supporting Pacific Life to promote life division sales through innovative solutions. Responsible for software support, consultative assistance, and training to enhance service and efficiency.
Responsibilities
- Provide Case Design and Illustration Software Support by answering phone calls and responding to email requests that are related to products, concepts, and software
- Provide consultative case design assistance by aligning requestor goals with the appropriate products, riders, and features
- Generate and send out accurate illustrations within the specified time frame after receiving the request
- Promote and support marketing campaign initiatives
- Troubleshoot and analyze software to determine validity of issue
- Provide end user testing of illustration software
- Provide case design training support
Requirements
- 1 - 2+ Years of life insurance industry experience with running illustrations and knowledge in case design
- Position requires FINRA Series 6, 63, SIE, and Life licenses within 180 days of Start Date
- Detail oriented, analytical, and demonstrate excellent verbal and written communication skills
- Possess excellent customer service skills needed for contact with field representatives and internal personnel.
- Ability to work in a high volume, fast paced teamwork environment
- Proficient in MS Office Suite.
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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